August Payrolls Review: U.S. Labor Market Remained Solid
The August employment report confirmed that the U.S. labor market remained solid (though we already knew this from other employment-related reports...
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What’s Next For U.S. Monetary Policy Normalization?
The Fed has raised rates seven times since December 2015. Economists and interest rate futures markets project a slowing in the pace of rate hikes...
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Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
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Supply and Demand Arithmetic of Investment Spending
The slowdown in U.S. productivity growth from its prior trend can in large part be attributed to a flattening out in the capital-labor ratio. ...
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